Serving as fiduciaries to retirement plan sponsors, foundations & endowments, and individuals, with an unbiased perspective, a knowledgeable and experienced team and a reputation for consistently delivering value.

Client First. Every Opportunity. Every Interaction.

Retirement Plans

Foundations & Endowments

Healthcare

Education

Individuals & Families

Assets
Under Advisement¹

Clients
Served¹

Employee
Owned

Owner
Associates¹

One of the Largest Investment Consultants Worldwide²

Fee-Only Independence and Unbiased Advice Aligned with Your Goals

Co-Fiduciaries
Since 1993

Client Retention
Year-to-Year

Advisors and Research Team Members
with Advanced Designations

Client First. Every Opportunity. Every Interaction.

Your Success is Our Only Interest

Retirement Plans

Integrate your benefits, budget and employee retirement readiness goals. Our decades of ERISA plan experience can help.

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Foundations & Endowments

Balance today’s commitments with tomorrow’s promises on behalf of those you serve. We’re prepared to assist you.

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As your Investor Advocates^® and a leading independent, fee-only investment consulting firm, we’re not influenced or obligated to serve any interest but yours. Since 1993, we’ve provided commission-free and conflict-free advice to clients like you, stewarding their investments thoughtfully, faithfully—and successfully.

Highland Overview Fact Sheet